MR
CFP
MR
CFP

Mark Rychel

33 Years of Experience
Wexford, PA
1 DisclosureBrokerSells Insurance

Mark Rychel is a CFP-designated registered investment advisor at LPL Financial LLC, based in Wexford, PA, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

2000 Corporate Dr #350, Wexford, PA, 15090

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2024
Withdrawn
Other Business ActivitiesSells Insurance

Mark sells non-variable insurance, dedicating minimal time to it. He also operates BCR Financial Services, LLC, an independent investment advisor firm, spending about 10-20% of his time on it.

Employment History
Current Registrations
LPL Financial LLC
August 2024 - Present · 1 yr 9 mos
LPL Financial LLC
August 2024 - Present · 1 yr 9 mos
LPL Financial LLCBroker
August 2024 - Present · 1 yr 9 mos
Bcr Financial Services, LLC
December 1998 - Present · 27 yrs 5 mos
Previous Registrations
Osaic Fs, INC.
January 2018 - August 2024 · 6 yrs 7 mos
Osaic Fs, INC.Broker
July 2000 - August 2024 · 24 yrs 1 mo
Polaris Financial Services, INC.Broker
March 1998 - July 2000 · 2 yrs 4 mos
American Express Service CorporationBroker
December 1994 - January 1995 · 1 mo
American Express Financial Advisors INC.Broker
July 1994 - March 1998 · 3 yrs 8 mos
Ids Life Insurance CompanyBroker
July 1994 - March 1998 · 3 yrs 8 mos
Polaris Financial Services, INC.Broker
September 1992 - August 1994 · 1 yr 11 mos
State Registrations37 states
AZCACOCTDCFLGAHIIAILINKSKYMAMDMEMIMOMSNCNHNJNVNYOHOKORPASCSDTNTXUTVAWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.